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IRA Charitable Rollover

You may be looking for a way to make a big difference to help save wildlife around the world. If you are 70½ or older, an IRA charitable rollover is a way you can help continue our conservation work while taking advantage of tax benefits.

Flowchart: Donor directs IRA custodian to make an IRA charitable rollover gift to .

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to San Diego Zoo Global
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help the Zoo lead the fight against extinction

How an IRA charitable rollover gift works

  1. Click here for a sample letter.
  2. Contact your IRA plan administrator to make a gift from your IRA to the Zoo.
  3. Your IRA funds will be directly transferred to San Diego Zoo Global to help continue our important conservation work.
  4. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  5. Individual retirement accounts do not allow the donor to receive any benefit in return for the charitable donation.
  6. Please contact us if you wish for your gift to be used for a specific purpose.

Contact us

If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.

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